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Evan John Runkel

Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Raymond James & Associates, Inc.Oct 2025 to now
  2. Morgan Stanley Smith Barney LLCMar 2024 to Oct 2025
  3. Wells Fargo Advisors Financial Network, LLCOct 2023 to Mar 2024
  4. Thrivent FinancialJun 2023 to Oct 2023
  5. Thrivent Investment Management Inc.May 2023 to Oct 2023
  6. Jrk Accounting & Financial, Inc.Jul 2021 to Apr 2023
  7. All American Bookkeeping & TaxMar 2020 to Jul 2021
  8. H&r BlockNov 2017 to Mar 2020
  9. University of Pikeville - KentuckyJul 2017 to May 2019
  10. Milwaukee Area Technical CollegeJul 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7746064
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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